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You are currently viewing documentation for version 3.0 which is not a long-term support release. The latest long-term support release is version 1.6

RFQs for Guest Users

In the Oro application, guest customers can create a request for a quote for the items they are interested in purchasing without the need to register.

Create a Guest RFQ

Guest RFQs can be created from the shopping list and a quick order form.

From the Shopping List

To create a guest RFQ from the shopping list:

  1. Add the selected item(s) to the shopping list by clicking Add to Shopping List.

    ../../../_images/GuestItemAddedtoSL.png
  2. In the top right corner, click Shopping List to open the shopping list page and view your item(s).

    ../../../_images/GuestSLButton.png
  3. Click Request Quote on the top right of the page, or select this option from the drop-down list of the Create Order button at the bottom of the page.

    ../../../_images/GuestCreateRFQButtons.png
  4. Provide information on the RFQ in the emerged form.

    In the Request a Quote section, enter:

    • First Name
    • Last Name
    • Email Address
    • Phone Number
    • Company
    • Role
    • Notes
    • PO Number
    • Do Not Ship later Than (date)

    In the Products section, you can:

    • Edit the item by clicking at the end of the product item row.

      ../../../_images/GuestEditProductInRFQ.png
    • Delete the item by clicking at the end of the product row.

    • Add another product by clicking +Add Another Product

    ../../../_images/GuestRFQForm.png

    In the Data Protection section, you may be required to accept mandatory consents to process your personal information. If the consent is not accepted, you cannot submit the RFQ.

../../../_images/rfq_data_protection.png
  1. Click Submit Request to submit your RFQ.

    You should receive a confirmation email with your request details.

    ../../../_images/GuestConfirmationDetails.png

From the Quick Order Form

To create an RFQ from the quick order form:

  1. Click Quick Order Form in the top right corner of the page.

    ../../../_images/GuestQuickOrderButton.png
  2. Provide order details (item, quantity #, and unit) in the given fields.

    ../../../_images/GuestQuickOrderDetails.png
  3. Click Get Quote below the form.

  4. Provide information on the RFQ in the emerged form.

    In the Request a Quote section, enter:

    • First Name
    • Last Name
    • Email Address
    • Phone Number
    • Company
    • Role
    • Notes
    • PO Number
    • Do Not Ship later Than (date)

    In the Products section, you can:

    • Edit the item by clicking at the end of the product item row.

      ../../../_images/GuestEditProductInRFQ.png
    • Delete the item by clicking at the end of the product row.

    • Add another product by clicking +Add Another Product

    ../../../_images/GuestRFQForm.png

    In the Data Protection section, you may be required to accept mandatory consents to process your personal information. If the consent is not accepted, you cannot submit the RFQ.

    ../../../_images/data_protection_quick_order_form.png
  5. Click Submit Request to submit your RFQ.

    You should receive a confirmation email with your request details.

    ../../../_images/GuestConfirmationDetails.png
Browse maintained versions:3.01.6

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